OFS
OneAscent Financial Services’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-32,570
| Closed | -$329K | – | 158 |
|
|
2020
Q3 | $329K | Buy |
32,570
+3,282
| +11% | +$33.2K | 0.17% | 127 |
|
|
2020
Q2 | $294K | Buy |
29,288
+1,865
| +7% | +$18.7K | 0.2% | 114 |
|
|
2020
Q1 | $259K | Sell |
27,423
-5,835
| -18% | -$55.1K | 0.2% | 102 |
|
|
2019
Q4 | $439K | Buy |
+33,258
| New | +$439K | 0.24% | 67 |
|
|
2019
Q3 | – | Sell |
-33,959
| Closed | -$399K | – | 113 |
|
|
2019
Q2 | $399K | Buy |
+33,959
| New | +$399K | 0.27% | 77 |
|